Wheat First Butcher Singer
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Wheat First Butcher Singer Employees
Resources Global Professionals December 1996 - September 2014
Holiday Inn & Conference Center January 1995 - March 1996
GSW Inn, Inc. January 1989 - January 1995
The Hubler Company January 1986 - January 1989
E & Y January 1974 - January 1986
Wheat First Butcher Singer November 1968 - February 1974
Price Waterhouse Coopers June 1966 - November 1968
Skills
Due Diligence, Financial Analysis, Finance, Forecasting, Management Consulting, Business Process..., Mergers & Acquisitions, Sarbanes-Oxley Act, Process Improvement, Internal Controls, Auditing, Financial Reporting, Change Management, Financial Modeling
Education
Penn State University 1963 — 1966
BS, Accounting, Economics
AY Advanced Management Program
N/A, Advanced Management Mini-Program
Janney Montgomery Scott June 2003 - Present
Wachovia Securities 2000 - June 2003
First Union Securities 1997 - 2000
Wheat First Butcher Singer 1996 - 1997
Skills
Retirement Planning, Retirement Plans, Retirement Income..., Investments, Assistance with 401-K..., Leadership, Wealth Management, Series 7, Finance, Retirement, Insurance, Loans, Small Business, Securities, Financial Analysis, Series 63, Mutual Funds, Estate Planning, Strategy, Financial Services, Asset Allocation, Strategic Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Financial Planning, Credit
Education
East Carolina University - College of Business 1978 — 1980
MBA, Marketing, Accounting, Economics
North Carolina State University 1973 — 1977
BS, Speech/Communications, Economics
Beacon Health Options September 2013 - Present
Virginia Department of Business Assistance August 2000 - May 2013
JC Bradford and Co. July 1998 - August 2000
First Union Brokerage Services July 1996 - July 1998
Wheat First Butcher Singer January 1991 - July 1996
Education
The George Washington University
Master of Arts, Education and Human Development
Vanderbilt University
Owen Graduate School of Management’s Emerging and Executive Leaders Program
James Madison University
Bachelor of Science, Communication Arts
Coldwell Banker (NRERG) October 2012 - Present
REI August 2010 - Present
PK Construction Inc./PK Built LLC 2011 - 2014
Weichert Capital Properties & Estates June 2005 - June 2012
PHI Holdings, Inc. January 2005 - 2009
Insurance Center of Greenwich January 2003 - July 2005
Trilegiant November 1999 - November 2002
Citizens Communications July 1996 - September 1999
Wheat First Butcher Singer August 1993 - July 1996
Skills
First Time Home Buyers, Relocation, Rentals, Investments, Construction, Retail, Marketing Communications, Event Management, Real Estate, Investment Properties, Selling, Short Sales, Sales, Strategy, Residential Homes, Contract Negotiation, Budgets, Marketing, Customer Service, Strategic Planning, Social Media, Negotiation, Sellers, Referrals, Single Family Homes, Real Estate Transactions, Condos, Property Management, Buyer Representation, New Home Sales, Listings, Project Management
Education
Pine Manor College
BA
Ohio Wesleyan University
Miss Hall's School
Greenwich High School
Petroleum Tec January 2014 - Present
Best Tech Brands LLC January 2014 - April 2015
LIQUID MPG June 2012 - January 2014
Aegis Unsinkable Boats February 2011 - January 2013
Cabinets Inc January 1999 - January 2009
Wheat First Butcher Singer January 1994 - January 1999
Skills
Business Development, Business Planning, Customer Retention, Customer Satisfaction, Finance, Management, Marketing, Portfolio Management, Retail, Risk Management, Sales, Contract Negotiation, Negotiation, Sales Management, New Business Development
Education
College of Charleston
Bachelor of Arts
Thompson Davis & Co. January 2015 - Present
Parker + Lynch Consulting January 2014 - January 2015
Oyster Consulting, LLC July 2013 - January 2014
Davenport & Company LLC February 2002 - April 2013
Branch, Cabell & Co. 2000 - 2001
Wheat First Butcher Singer 1993 - 2000
Branch, Cabell & Co. 1990 - 1993
Skills
Series 63, Series 7, Securities, Equities, Investments
Education
James Madison University 1985 — 1989
BBA
Wells Fargo Advisors 2007 - Present
Ferris, Baker Watts, Inc. 1999 - 2007
Wheat First, Butcher Singer 1993 - 1999
Skills
Strategic Financial..., Wealth Management
Education
University of Pittsburgh
Bachelor or Arts, Humanities
Blue Edge Capital, LLC September 2010 - Present
Harris Williams & Co. 1998 - 2009
Snyder Capital Management, LLC 1997 - 1997
Wheat First Butcher Singer 1992 - 1996
Skills
Investment Advisory, Financial Analysis, Asset Allocation, Private Foundations, Multi-Family Offices, Mergers & Acquisitions, Private Equity, Equity Research, Investment Banking, Venture Capital, Capital Markets, Entrepreneurship, Non-profit Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics & Political Science
ABC, VA November 2011 - Present
ABC, VA March 2011 - November 2011
ABC, VA November 2003 - March 2011
SunTrust 1998 - 2003
Wheat First Butcher Singer 1996 - 1998
Overnite Transportation 1993 - 1996
Skills
Data Warehousing, Business Intelligence, Databases, Data Modeling, ETL, Requirements Analysis, Data Warehouse..., Systems Analysis, Visio, SQL, Database Design, Business Analysis, Data Integration, Analysis, Unix Shell Scripting, PL/SQL, Cognos, Data Analysis, Dimensional Modeling, Datastage, Data Marts, Architecture, Data Models, Erwin, Modeling, DB2, Metadata, Master Data Management, Data Quality, Data Governance, Application Development, Metadata Management, Business Intelligence..., Business Objects, Oracle SQL, Data Management, Relational Databases, OLTP, Data Migration, Database Development, Star Schema, Stored Procedures, SQL Server, Cognos ReportNet, Data Profiling, Oracle Warehouse Builder, Logical Data Modeling, Unix, Dashboards, Software Development
Education
Virginia Commonwealth University - School of Business 1990 — 1992
Information Systems
Boğaziçi Üniversitesi 1985 — 1989
Management
Istanbul Technical University 1981 — 1985
Engineering of Mathematics
Bloomberg 2009 - Present
Credit Suisse 2000 - 2004
Salomon Smith Barney 1996 - 2000
Wheat First Butcher SInger 1993 - 1996
The Chase Manhattan Bank 1991 - 1993
Education
Duke University 1989 — 1991
MBA, Finance
University of Richmond 1982 — 1986
BS, Business Administration
The Lawrenceville School 1978 — 1982
The Gladstone Companies March 2005 - Present
Overseas Private Investment Corporation May 2003 - August 2003
Petra Capital Partners 2000 - 2002
Wheat First Butcher Singer 1998 - 2000
Skills
Private Equity, Intellectual Property, Deal Origination, Financial Services, New Business Development, Deal Creation, Mergers & Acquisitions, Healthcare, Business Strategy, Mergers, Investment Banking, Valuation, Equities, Asset Management, Investments, Due Diligence, Capital, Project Finance, Acquisitions, LBO, Growth Capital, Private Placements, Funding, Venture Capital, Buyouts, Leveraged Finance, Financial Structuring, Deal Sourcing
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Focus on Strategy and Finance
Duke University 1995 — 1998
BA, Political Science and Economics
Cincinnati Country Day School
Triangle Securities Wealth Management Inc. September 2000 - Present
Wheat First Butcher Singer August 1998 - August 2000
Wheat First Securities September 1985 - August 1998
Skills
Series 7
Education
College of Financial Planning 1998 — 1998
Chartered Retirement Planning Counselor, Finance
University of North Carolina at Chapel Hill 1980 — 1984
BA, History
University of California, Merced November 2008 - Present
Longwood University January 1999 - October 2009
Salomon Smith Barney 1997 - 1998
Wheat First Butcher Singer 1994 - 1997
Creery Manufacturing & Retail 1990 - 1993
Skills
Community Outreach, Fundraising, Strategic Planning, Non-profits, Higher Education, Research, Grant Writing, Event Planning, Leadership Development, Leadership, Teaching, Public Relations, Social Media, Student Affairs, Customer Service, Team Building, Economic Development, Staff Development, Small Business, Nonprofits, Entrepreneurship, Program Development, Management Consulting
Education
Central Michigan University 1993 — 1995
MSA, Business & Administration
Virginia Commonwealth University 1968 — 1970
Bachelor of Science, Business and Education
Pesh Realty January 2001 - Present
Wheat First Butcher Singer January 1997 - June 1998
Prudential Securities January 1991 - January 1997
Skills
Real Estate, Investment Properties, Sellers, Residential Homes, Property Management, Foreclosures, Public Speaking, Short Sales, Management, Social Media, Single Family Homes, Real Estate Transactions, Listings, Investments, Buyer Representation
Education
Penn State University 1986 — 1990
BS, HRIM & Nutrition
Fisher Investments March 2003 - Present
Legg Mason 1998 - 2003
Wheat First Butcher Singer 1992 - 1998
Mercantile Stoores 1990 - 1992
Price Waterhouse 1989 - 1990
Skills
Investments, Sales Management, Management, Asset Allocation, Entrepreneurship, Business Strategy, Direct Sales, Team Building, Fundraising, Public Speaking, Budgets, Youth Leadership, Phone Etiquette, Event Planning, Logistics, Charity, Budget, Tax, Long Range Planning, Teaching Adults, Computer Proficiency, Web Presentations
Education
Drew University 1984 — 1988
BA, Economics
RiverFront Investment Group January 2012 - Present
Riverfront Investment Group June 2010 - January 2012
Wells Fargo Advisors, LLC October 2008 - June 2010
Wachovia Securities, LLC June 2007 - October 2008
Wachovia Securities, LLC December 2002 - June 2007
Wachovia Securities, LLC April 2000 - December 2002
Wheat First Union September 1993 - April 2000
Wheat First Butcher Singer February 1992 - September 1993
Education
Virginia Commonwealth University - School of Business 2004 — 2006
M.B.A., Finance
Randolph-Macon College 1988 — 1992
B.A., Business/Economics
429 Designs October 2012 - Present
Dandy Games September 2013 - September 2014
Design Com 1997 - 2009
Wheat First Butcher Singer 1996 - 1997
Wheat First Securities 1994 - 1996
Skills
Web Design, Adobe Creative Suite, Marketing Strategy, Marketing Communications, Photoshop, Graphic Design, Creative Direction, Customer Service, Advertising, Corporate Branding, Microsoft Office, Graphics, Public Relations, Email Marketing, Online Marketing, Social Media Marketing, Brand Development, WordPress, SEO, Copywriting, Social Media, Social Networking, Website Development, Online Advertising, Photography, Marketing, Blogging, User Experience, Google Analytics, Strategy, Digital Media, Digital Strategy, Web Development, Management
Education
East Carolina University
Political Science
Patrick Henry High 1982 — 1985
Virginia State Police November 2003 - Present
Circuit City Stores, Inc. July 1998 - May 2003
Peaches Music & Video December 1995 - July 1998
Wheat First Butcher Singer June 1994 - August 1994
Skills
Customer Service, Computer Operations, Administrative, Public Speaking, Decision Making, Creating Ideas, Finding Answers, Problem Solving, Teamwork, Self Management, Public Relations, Software Documentation, Analysis, Administrative Work, Research, Time Management, Access, Government, Process Improvement, Sales, Team Building, Training
Education
University of Richmond 2006 — 2009
Bachelors of Liberal Arts, Liberal Arts
University of Phoenix 2005 — 2006
Information Technology/Business Management
J. Sargeant Reynolds Community College 1996 — 2000
Computer Science
George Wythe High School For the Arts 1991 — 1995
Advanced High School Diploma, Multidisciplinary, 3.5
Academia Hispano Americana 1994 — 1994
Certificate, Spanish Language
W3 Wealth Mangement January 2008 - Present
Dumas & Moyer September 1994 - June 2008
Wheat First Butcher Singer August 1990 - September 1994
Skills
Estate Planning, Retirement Planning, Retirement, Wealth Management, Non-profits
Education
Yeshiva University 1985 — 1986
Master's degree, Social Work
University of Cincinnati 1979 — 1983
BSW, Social Work
Cherry, Bekaert LLP August 2012 - Present
Wells Fargo Advisors (formerly Wachovia Securities, LLC.) 2008 - June 2011
Wachovia Securities, LLC 2004 - 2007
Wachovia Securities 2000 - 2003
First Union Securities 1998 - 2000
Wheat First Butcher Singer 1989 - 1998
Wheat First Securities 1987 - 1989
Wheat First Securities 1985 - 1987
Skills
Deferred Compensation, Employee Engagement, Succession Planning, Talent Acquisition, Employee Relations, Technical Recruiting, Personnel Management, Recruiting, Workforce Planning, Executive Coaching, Employee Benefits, Human Resources, Strategy, Leadership
Education
University of Richmond
BAS, Human Resource Management
SEI May 2013 - Present
BNY Mellon Wealth Management January 2013 - April 2013
McCabe Capital Managers, Ltd. January 2011 - May 2012
Drexel Morgan & Co. January 2010 - May 2012
Locust Capital Management January 2009 - December 2009
Wachovia Bank 2001 - 2008
Wheat First Butcher Singer 1993 - 1998
Buck Consultants 1989 - 1993
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Series 63, ETFs, Investment Management, Investment Strategies, Equities, Bonds, Mutual Funds, Asset Managment, Series 7, Series 65, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Wealth Management, High Net Worth..., Asset Management, Portfolio Management, Investment Advisory, Securities, Wealth Management..., FINRA, Options
Education
University of Pennsylvania 1985 — 1989
Bachelor of Arts, Mathematics
Groton School 1980 — 1985
Wells Fargo November 2014 - Present
Bank of America April 2011 - November 2014
Bank of America October 2010 - April 2011
Wachovia Corporation November 2006 - October 2010
Wachovia Securities 2005 - 2006
Wachovia Securities August 2003 - November 2005
PriceWaterhouseCoopers January 2001 - January 2003
PriceWaterhouseCoopers January 1998 - January 2000
Wheat First Butcher Singer January 1996 - January 1997
Skills
Hyperion, Essbase, Excel, Visio, SOX 404 Compliance, PowerPoint, MS Office Suite, Credit Analysis, Financial Analysis, Risk Management, Portfolio Management, Credit, Capital Markets, Investments, Credit Risk, Loans, Private Equity, CPA, Commercial Lending, Commercial Banking, Microsoft Excel, Financial Reporting, Auditing
Education
University of Georgia - Terry College of Business 2012 — 2013
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1998
M.S., Accounting
University of Virginia 1992 — 1996
B.S., Finance
University of Virginia 1992 — 1996
Bachelor of Science (B.S.), Commerce
HCL Technologies July 2010 - Present
Deloitte Consulting May 2009 - September 2010
BearingPoint April 2006 - May 2009
Intrepid Services, LLC April 2003 - December 2005
Virginia Employment Commission November 2001 - February 2003
Financeware, Inc November 1998 - August 2000
IPC Technologies, Inc September 1997 - April 2000
Gartner Group, Inc October 1996 - July 1997
Wheat First Butcher Singer October 1993 - September 1996
Mobius Group, LLC 1987 - 1992
Skills
Project Management, Software Development, Financial Services, IT Operations, SDLC, IT Strategy, Business Analysis, Enterprise Architecture, PMP, Management, Integration, Telecommunications, Analysis, Leadership, Project Planning, Requirements Gathering, Business Intelligence, Risk Management, Architectures, Software Documentation, Start-ups, Consulting, Program Management, Vendor Management, Requirements Analysis, Enterprise Software, Strategy, Process Improvement
Education
Strayer University 2002 — 2002
BS
Virginia Commonwealth University 1995 — 1995
North Carolina State University 1988 — 1991
University of Massachusetts Lowell 1982 — 1983
PwC August 2014 - Present
PricewaterhouseCoopers April 2010 - August 2014
PricewaterhouseCoopers November 2008 - April 2010
PricewaterhouseCoopers 2006 - 2008
HarmonyIS 2005 - 2006
PricewaterhouseCoopers December 1997 - June 2003
PricewaterhouseCoopers 1997 - 1998
Wheat First Butcher Singer 1995 - 1997
Skills
Program Management, Business Analysis, Process Improvement, Change Management, Business Process..., Project Portfolio..., Leadership, Enterprise Architecture, Team Leadership, SDLC, Business Process, Project Management, Coaching, IT Strategy, Management Consulting, Project Planning, Management, Procurement, Business Transformation, Governance, Software Project..., Business Intelligence, Business Strategy, Budgets, Risk Management, PMO, Vendor Management, Strategy, IT Management, Resource Management, Stakeholder Management, Business Process..., Project Delivery, Cross-functional Team...
Education
Virginia Commonwealth University 2003 — 2005
MSW
James Madison University 1978 — 1981
BSW
Fairfax High School 1974 — 1978
Royall & Company May 2014 - Present
CapTech Ventures, Inc. April 1998 - April 2014
IPC Technologies, Inc. March 1996 - April 1998
Wheat First Butcher Singer March 1995 - March 1996
Circuit City Stores, Inc. March 1993 - March 1995
Skills
Data Modeling, Database Administration, Data Warehousing, SSIS, SDLC, Software Design, Requirements Analysis, Agile Methodologies, Enterprise Architecture, Business Intelligence, Systems Analysis, ETL, Business Analysis, Integration
Education
East Carolina University - College of Business 1987 — 1991
BSBA, Finance
Sapere Wealth Management LLC May 2001 - May 2015
SunBelt Capital Management January 1996 - January 2001
Wheat First Butcher Singer 1987 - 1987
Skills
Team Building, Strategic Planning, Management, Leadership, Nonprofits
Education
Guilford College 1974 — 1980
BS, Sociology
Queens University of Charlotte
MBA
RR Donnelley 2007 - Present
Capital One Financial Corp. 2000 - October 2009
Circuit City September 1999 - July 2000
Circuit City October 1995 - September 1999
First Health Services Corporation August 1994 - October 1995
Wheat First Butcher Singer May 1992 - August 1994
Education
James Madison University 1987 — 1991
Jewish Family Services December 2013 - Present
Personal Hiatus 2010 - 2012
Volunteerism 2008 - 2010
MeadWestvaco 2007 - 2008
Virginia Information Technologies AgencyVirginia Information Technologies Agency 2005 - 2007
Capital One Services, Inc. 2001 - 2004
Circuit City Stores January 1995 - January 2001
Wheat First Butcher Singer 1990 - 1995
Skills
Strategic Planning, Negotiation, Business Strategy, Supply Chain Management, Program Management, Team Building, Marketing, Management, Retail, Analysis, Strategy, Leadership, Cross-functional Team..., Project Management, Pricing
Education
Virginia Commonwealth University 2004 — 2005
Masters Cert, Non-profit Management
The University of Georgia 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature, General
Saint Catherine's School 1980 — 1984
Diploma, English
University of Richmond
Masters, English
Université Laval
Advance Auto Parts November 2010 - Present
Advance Auto Parts May 2009 - November 2010
Circuit City Stores, Inc. May 2006 - March 2009
Circuit City December 1999 - May 2006
Circuit City April 1999 - December 1999
Wheat First Butcher Singer April 1996 - April 1999
Kesmai Corporation July 1995 - April 1996
AlliedSignal Technical Services July 1993 - July 1995
Skills
SDLC, E-commerce, Project Management, Program Management, Change Management, Quality Assurance, Process Improvement, PMO, Integration, Agile Methodologies, Testing, Leadership, Management, Store Systems, IT Strategy, Enterprise Software, Software Development, Customer Service, Project Portfolio..., Team Building, Enterprise Architecture, Training, Project Planning, ITIL v3 Foundations..., POS, IT Service Management, Service Desk Management, Retail, Leading Organizational..., Order Management
Education
The George Washington University - School of Business 2003 — 2006
Master's Certificate, Project Management
Virginia Polytechnic Institute and State University 1989 — 1993
B.S., Mathematics
Embedded Systems Design, Inc. May 2012 - Present
MGC Inc. January 2009 - 2012
Avpro 2002 - 2008
wheat first butcher singer 1996 - 1998
Skills
Defense, Intelligence, Aerospace, Information Assurance, Operational Planning, Electronic Warfare, Government Procurement, SIGINT, Sales, Integration, CMMI, Piloting, C4ISR, Defence, Government, Aviation, Computer Security, Software Engineering, Selling, National Security, Aircraft, Security, Commercial Aviation, Staff Augmentation, Defense Contracting, Military Operations, Intelligence Analysis, Air Force, Homeland Security, Requirements Management, Organizational..., Business Development, Strategic Leadership, Intelligence Community, Earned Value Management, Government Proposals, Military Experience, Counterterrorism, Security+
Education
University of Maryland College Park 1988 — 1991
Prince George's Community College 1986 — 1988
MedSupply Partners January 2003 - Present
Tyco Healthcare 2000 - 2003
Kodak/Danka 1997 - 2000
Wheat First Butcher Singer 1993 - 1997
Skills
New Business Development, Medical Devices, Product Development, Sales Management, Business Strategy, Cross-functional Team..., Account Management, Marketing Strategy, Start-ups, Business Development, Strategic Planning, Competitive Analysis, Product Management, Direct Sales, Product Marketing, Product Launch, Sales Operations, Sales, Contract Negotiation, Forecasting, Strategy, Strategic Partnerships, Sales Process
Education
James Madison University 1989 — 1993
BBA, Finance
Northhampton High School 1988 — 1989
Monticello High School 1988 — 1988
Chariton High School 1986 — 1987
Russell High School 1975 — 1984
Cuatro Gatos LLC February 2009 - Present
Fulton River District Association (FRDA) March 2007 - Present
Market Street Securities October 1996 - February 2009
Hedged Capital Investments LTD January 1994 - October 1996
GBar LTD 1991 - October 1993
Wheat First/ Butcher Singer 1989 - 1991
Skills
Derivatives, Equities, Options, Investments, Trading, Equity Trading, Series 7, Community Organizing, Hedge Funds, Community Engagement
Education
Gettysburg College 1981 — 1985
Wachovia January 2005 - Present
First Union/Wachovia Securities October 1998 - January 2005
Wheat First Butcher Singer February 1996 - October 1998
David Dreman Value Mgmt April 1994 - October 1995
Skills
Trading, Equities, SDLC, Risk Management, Series 7, Management, Business Analysis, Securities
Education
James Madison University
BS, Finance
Wells Fargo Advisors, LLC January 1986 - Present
Wachovia Securities 2004 - 2010
Wheat First Union Securities 1997 - 2004
Wheat First Butcher Singer January 1986 - December 1997
Jefferson Financial 1984 - 1985
Skills
Investments, Portfolio Management, Securities, Finance, Investment Advisory, Investment Management, Financial Advisory, Financial Risk, Retirement Planning, Wealth Management, Asset Allocation, Asset Management, Financial Services, Alternative Investments, Retirement Plan..., Equity Capital Markets, Nonprofits
Education
University of Maryland College Park 1982 — 1984
MA, Government & Politics with focus on International Economics
Shepherd University 1976 — 1979
BS, Political Science, History
Deloitte August 2006 - Present
Deloitte October 1997 - August 2006
Wheat First Butcher Singer October 1995 - October 1997
Deloitte March 1987 - October 1995
Education
Penn State University 1981 — 1985
BS, minor, Business Admin. Industrial Pysch
Chubb Institute of Computer Technology 1986 — 1987
Structured programming
Compliance Solutions Group October 2007 - Present
Office of the Comptroller of the Currency 2006 - 2007
Clearbrook Financial September 2005 - September 2006
Grant Williams 2005 - 2005
FINRA (aka: NASD) September 1998 - March 2004
Wheat First Butcher Singer 1991 - 1993
IGA Federal Credit Union 1988 - 1991
Skills
Broker-Dealer, Securities, AML, Financial Services, Hedge Funds, Mutual Funds, Series 7, Alternative Investments, Investment Management, Investment Advisory, FINRA, Financial Advisory, Asset Management, Investments, Financial Regulation, Fixed Income, Operational Risk, Financial Risk, Equities, Series 24, Enterprise Risk...
Education
University of Pennsylvania - The Wharton School 1995 — 1998
Bachelor of Business Administration (BBA), Accounting and Management
Saint Hubert's
Drexel Hamilton January 2010 - Present
miami international holdings July 2008 - December 2009
Goldman Sachs/SLK 1997 - 2007
Wheat First Butcher Singer April 1996 - March 1997
walter frank and company 1992 - 1996
Skills
Series 7, Billing Systems, Fixed Income, Series 63, Equities, Equity Trading, Bloomberg, Equity Research, Bloomberg Terminal, Electronic Trading, Market Making
Education
University of Hartford 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
FTN Financial March 1999 - Present
First Union Capital Markets 1997 - 1999
Wheat First Butcher Singer 1995 - 1997
Calibre Financial Group 1993 - 1995
Education
The University of Memphis 1973 — 1982
BBA, MBA, Finance, Accounting
Dinosaur Bar-B-Que, LLC June 2014 - Present
Schroders 1997 - March 2000
Kaufman Bros. 1995 - 1996
Wheat First Butcher Singer 1994 - 1995
Hambrecht & Quist 1991 - 1994
Skills
Equities, Hedge Funds, Business Planning
Education
Mount Holyoke College 1987 — 1990
ba
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors November 2003 - February 2014
Wheat First Butcher Singer January 1996 - November 2003
Gruntal & Co. May 1994 - January 1996
Oppenheimer & Co. Inc. April 1992 - May 1994
Paine Webber June 1989 - April 1992
Drexel Burnham Lambert August 1987 - June 1989
Education
Providence College 1983 — 1987
BS, Management Science with Western Civ.
Stamford Catholic High School 1979 — 1983
RKJ Partners, LLC June 2008 - Present
Jones Consulting Group June 2006 - June 2008
Jones + Ingram Logistics, Inc. March 2003 - June 2006
Wachovia Securities/Wells Fargo August 1998 - March 2003
Banc of America Securities May 1997 - August 1997
Wheat First Butcher Singer January 1996 - May 1996
Skills
Recapitalizations, Capital Raises, Mergers, Investments, Due Diligence, Acquisitions, Business Analysis, Financial Modeling, Financial Analysis, Deal Structuring, Business Development, Lower Middle Market, Funding, Financial Structuring, Leadership, Capital, Structured Finance, Investment Banking, Banking, Mergers & Acquisitions, Analysis, Corporate Finance, Negotiation, Securities, Private Equity, Business Planning, Venture Capital, LBO, Mezzanine, Strategy, Management, Middle Market, Finance, Portfolio Management, Valuation, Start-ups, Private Placements, Executive Management, Corporate Development, Growth Capital, Business Valuation, Restructuring, Asset Management, Deal Sourcing, Capital Raising, Leveraged Finance, M&A experience, Divestitures, Emerging Markets, IPO
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
MBA, Finance
Howard University
BBA
St. Augustine High School (New Orleans, LA)
Mellon Capital Management 1998 - 2008
Wheat First Butcher Singer 1994 - 1996
Education
University of Richmond - Robins School of Business
B.S., Finance/Economics
The Bryn Mawr Trust Company May 2009 - Present
UBS October 2001 - May 2009
Wheat First Butcher Singer May 1995 - October 2001
Skills
Investments, Series 7, Asset Allocation, Strategic Planning, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Portfolio Management, Securities, ETFs, Wealth Management..., Equities, Estate Planning, Strategic Financial..., Fixed Income, Investment Management, Series 63, High Net Worth...
Education
University of Delaware 1988 — 1992
BS, Economics
Upper St. Clair High School 1984 — 1988
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
Securities Training Corporation November 2006 - Present
Wheat First Butcher Singer August 1987 - February 2008
Wachovia Securities 1987 - 2007
Wheat, First Securities, Inc. (now part of Wells Fargo Advisors, LLC) 1987 - 2004
Wheat, First Securities April 1978 - March 1980
Skills
Mutual Funds, Investment Advisory, Banking, Financial Services, Asset Managment, Fixed Income, Equities, Public Speaking, Fixed Annuities, Series 6, 7, 9, 10,..., Variable Annuities
Education
Virginia Commonwealth University - School of Business 1994 — 1996
MBA, Business
Indiana University of Pennsylvania 1969 — 1973
B.S. Education, Elementary Education and Teaching
AmerisourceBergen November 2012 - Present
AmerisourceBergen November 2012 - Present
Barclays Capital 2008 - Present
Lehman Brothers 1999 - 2008
Salomon Smith Barney 1996 - 1999
Wheat First Butcher Singer 1983 - 1996
Education
Columbia University Mailman School of Public Health 2011 — 2013
Master of Public Health (M.P.H.), Health Policy
University of Richmond
BS
University of Richmond - Robins School of Business
MBA
Wells Fargo Advisors,LLC May 2009 - Present
Wachovia Securities 1999 - April 2009
First Union Securities 1997 - 1999
Wheat First Butcher Singer 1993 - 1997
Skills
Financial Analysis, Finance
Education
La Salle University - School of Business Administration 1996 — 1998
MBA, Finance
Antioch College 1980 — 1984
BA, Business Administration
Henry M Gunn 1977 — 1978
Princeton High School 1974 — 1977
Carilion Clinic July 2007 - Present
Wheat First Butcher Singer June 1990 - August 1995
Skills
Accounts Receivable, Financial Analysis, Budgets, Medicare, Medicaid, Accounting, Financial Reporting, Revenue Cycle, Financial Accounting, Accounts Payable, General Ledger, Essbase, Process Improvement, Cost Accounting, Hospitals, Strategic Planning, Team Building, Healthcare, Invoicing, HIPAA, Internal Audit, CPA, SAP, Hyperion Enterprise, Payroll, Forecasting, Auditing, Analysis
Education
Roanoke College 1982 — 1984
Bachelor of Arts, Economics/Accounting
Virginia Western Community College 1980 — 1982
General Studies
Randolph-Macon Woman's College 1978 — 1980
Political Science/Economics
+$1B CTA / Hedge Fund Manager September 2005 - Present
Wachovia Securities 1999 - September 2005
Wheat First Butcher Singer 1997 - 1999
Skills
Equity Trading, Hedge Funds, Trading, Equity Derivatives, Fixed Income, Alternative Investments, Bloomberg, Equities, Investments, Securities
Education
University of Richmond 1992 — 1996
B.A., Economics
Wells Fargo Advisors, LLC September 2011 - Present
Hatteras Funds December 2009 - August 2011
Global Wealth Advantage, LLC September 2007 - December 2009
Loring Ward June 2004 - August 2007
ING Funds June 1999 - May 2004
Wheat First Butcher Singer January 1992 - May 1999
Skills
Investments, Retirement Planning, Alternative Investments, Investment Strategies, Mutual Funds, Asset Allocation, Securities, Uniform Combined State..., Investment Planning
Education
University of Kentucky 1986 — 1990
BBA, Business Finance
Eastern Kentucky University 1986 — 1987
Cambridge Associates August 2004 - Present
MFS Investment Management July 1999 - July 2004
Wheat First Butcher Singer August 1995 - August 1997
Skills
Alternative Investments, Equities, Fixed Income, Due Diligence, Portfolio Management, Investment Strategies, Private Equity, Venture Capital, Capital Markets, Asset Allocation, Hedge Funds, Asset Management, Financial Analysis, Investments, Valuation, Financial Modeling
Education
The University of Chicago Booth School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor's degree, Economics and History